GC Wealth Management RIA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

GC Wealth Management RIA’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-167,889	Closed	-$7.2M	–	553
2025 Q4	$7.2M	Buy	167,889 +30,355	+22%	+$1.3M	0.26%	53
2025 Q3	$5.96M	Buy	137,534 +96,724	+237%	+$4.16M	0.2%	82
2025 Q2	$1.76M	Buy	40,810 +25,849	+173%	+$1.09M	0.14%	147
2025 Q1	$636K	Buy	+14,961	New	+$642K	0.12%	155
2024 Q4	–	Sell	-134,921	Closed	-$5.86M	–	315
2024 Q3	$5.86M	Sell	134,921 -43,019	-24%	-$1.84M	1.02%	21
2024 Q2	$7.51M	Buy	177,940 +53,211	+43%	+$2.24M	1.48%	12
2024 Q1	$5.31M	Buy	124,729 +55,269	+80%	+$2.34M	1.06%	20
2023 Q4	$2.93M	Buy	+69,460	New	+$2.86M	1.32%	16

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GC Wealth Management RIA's SHYG Position: Q1 2026 in Review

GC Wealth Management RIA sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 167,889 shares — an estimated $7.2M sold.

GC Wealth Management RIA first reported a position in SHYG in Q4 2023 and held it in 8 quarters. The position peaked at $7.51M in Q2 2024. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

GC Wealth Management RIA reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
GC Wealth Management RIA sold 167,889 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.2M.
GC Wealth Management RIA first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
GC Wealth Management RIA's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.51M in Q2 2024.
556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.